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874 hedge funds and large institutions have $32.1B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 333 increasing their positions, 309 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $16.3M

8% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 84

8% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 309

0.29% more ownership

Funds ownership: 91.71%92.01% (+0.29%)

1% less funds holding

Funds holding: 880874 (-6)

6% less capital invested

Capital invested by funds: $34B → $32.1B (-$1.94B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
874
Holders Change
-6
Holders Change %
-0.68%
% of All Funds
12.62%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
91
Increased
333
Reduced
309
Closed
84
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$562K -$18.2K -41 -3%
SAM
527
Sompo Asset Management
Japan
$557K
HI
528
Horizon Investments
North Carolina
$555K +$23.1K +52 +4%
MFG
529
Merit Financial Group
Georgia
$548K +$33.8K +76 +7%
WA
530
Wealth Alliance
New York
$545K +$36.5K +82 +7%
AFC
531
AFT Forsyth & Company
Florida
$543K
HWM
532
HB Wealth Management
Georgia
$543K +$17.8K +40 +3%
GL
533
Graypoint LLC
New York
$542K -$9.34K -21 -2%
CPBTD
534
Central Pacific Bank - Trust Division
Hawaii
$539K +$501K +1,126 +1,501%
AAS
535
Avantax Advisory Services
Texas
$536K +$531K +1,194 New
CI
536
CX Institutional
Indiana
$527K +$284K +639 +120%
HKIMG
537
Hutchens & Kramer Investment Management Group
Indiana
$526K +$16.9K +38 +3%
Focus Partners Wealth
538
Focus Partners Wealth
Massachusetts
$526K -$448K -1,006 -46%
DAS
539
Diversify Advisory Services
Utah
$523K -$430K -966 -45%
TP
540
Tranquility Partners
Tennessee
$522K
SA
541
Strategic Advocates
Utah
$521K -$36.5K -82 -7%
TFS
542
Thoroughbred Financial Services
Tennessee
$519K +$514K +1,156 New
QIM
543
Quantitative Investment Management
Virginia
$518K +$513K +1,154 New
FHA
544
First Horizon Advisors
Tennessee
$516K +$37.8K +85 +8%
MG
545
Mather Group
Illinois
$514K +$10.2K +23 +2%
TCA
546
Transcend Capital Advisors
New Jersey
$512K +$508K +1,141 New
SP
547
Symmetry Partners
Connecticut
$509K -$238K -535 -32%
SRL
548
Scientech Research LLC
New Jersey
$502K -$513K -1,154 -51%
GC
549
Globeflex Capital
California
$501K
EFM
550
E Fund Management
China
$500K +$112K +252 +29%

IT Hedge Fund Activity: Q2 2024 in Review

874 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2024, worth a combined $32.1B — down 5.7% from $34B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new IT positions and 84 closed out — a net gain of 7 holders — while 333 added to existing stakes and 309 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $264M. The largest seller was Franklin Resources, cutting an estimated $149M.

  • 874 institutional investors held Gartner (IT) as of Q2 2024, down from 880 in Q1 2024.
  • Funds reported $32.1B of Gartner stock for Q2 2024, down 5.7% quarter-over-quarter.
  • 91 funds opened new Gartner positions in Q2 2024 and 84 closed out, a net change of +7 holders.
  • The largest Gartner buyer in Q2 2024 was Sustainable Growth Advisers, an estimated $264M added.
  • The largest Gartner seller in Q2 2024 was Franklin Resources, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2024.